智通财经APP获悉，地平线机器人-W(09660)涨近8%，截至发稿，涨7.75%，报5.7港元，成交额1.08亿港元。
中信里昂发布研报称，该行参加了在上海举行的地平线机器人-W全场景智能驾驶解决方案(HSD)，以及J6P的试乘演示及产品发布会。地平线机器人概述其自动驾驶的发展路线图和技术路线的选择，该行认为，近期工信部(MIIT)所推出的规定有利于该产业的长期发展。该行续指，此次试乘体验非常顺畅，集团展示其HSD作为中国顶级全场景智能驾驶的实力。报告表示，随着新产品和合作计划的推进，这些将成为集团主要的销量和收入增长推动力，并在4月24日禁售期结束后成为关键催化剂。
广发证券此前指出，当前随着AI发展和算力快速提升，端到端方案上限显著提高，路径选择或开始趋于收敛。未来智驾竞争或主要集中在算法领先性、数据闭环能力和云端算力资源。长周期下人才流动可能导致算法能力趋同，但短期算法能力及迭代速度仍是各车企智驾体验差异的主要来源，算法或将仍是未来1-2年内跟踪的重要变量。
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